Financial Planning Specialist

2 days ago


Mt Pleasant, South Carolina, United States Fidelity Investments Full time

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.

**Key Responsibilities:**

* Build and maintain strong relationships with clients to understand their financial needs and goals
* Develop and implement comprehensive investment plans to help clients achieve their financial objectives
* Provide ongoing support and guidance to clients to ensure they are on track to meet their financial goals
* Collaborate with internal teams to ensure seamless delivery of financial services

**Requirements:**

* FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
* Previous success in building relationships, uncovering needs and recommending solutions
* Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
* Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

**What We Offer:**

* Competitive total rewards package, including a stable base salary
* Comprehensive training and development programs to help you succeed in your role
* Collaborative and supportive work environment
* Opportunities for career growth and advancement

**Certifications:**

* Certified Financial Planner (CFP)
* Series 7, Series 66, and state registrations

**Category:**

* Sales

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.



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